Laura Perusse signed Bacarella Transportation Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bacarella Transportation Services' EIN is 06-1048835.
Download the official 2024 Form 5500 (PDF) for Bacarella Transportation Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bacarella Transportation Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GYL FINANCIAL SYNERGIES | — | WEST HARTFORD, CT | INVESTMENT ADVISOR | $35K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | $182K | $2.5M | 17.6% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | $127K | $1.8M | 12.9% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | $98K | $1.4M | 9.7% | |
| GG CIT III FOR METLIFE GAC 25554 CL GREAT GRAY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | $50K | $1.1M | 7.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | $5K | $1.0M | 7.3% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | $63K | $1.0M | 7.1% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | $64K | $958K | 6.8% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | $51K | $780K | 5.5% | |
| T. Rowe Price All-Cap Opportunities I | Other securities | — | $5K | $381K | 2.7% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | $27K | $373K | 2.6% | |
| with maturities through 2029 | Other securities | — | — | $367K | 2.6% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | $20K | $327K | 2.3% | |
| GROUP ANNUITY CONTRACT * Empower Investments Fixed Account - Series Class IV 2.20% | Bonds / Notes | — | — | $296K | 2.1% | |
| JPMorgan U.S. Value R6 | Other securities | — | $3K | $283K | 2.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $8K | $263K | 1.9% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | $15K | $246K | 1.7% | |
| MFS International Growth R6 | Mutual Funds | — | $5K | $208K | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | $7K | $203K | 1.4% | |
| American Funds Bond Fund of America R6 | Mutual Funds | — | $14K | $153K | 1.1% | |
| Fidelity International Index | Mutual Funds | — | $2K | $109K | 0.8% | |
| Fidelity Advisor Real Estate Income Z | Mutual Funds | — | $7K | $80K | 0.6% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | $5K | $72K | 0.5% | |
| American Funds New World R6 599 | Mutual Funds | — | — | $46K | 0.3% | |
| S UNITS American Funds American Balanced R6 | Mutual Funds | — | $1K | $44K | 0.3% | |
| Blackrock High Yield Bond Portfolio K | Other securities | — | $6K | $40K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | — | FARMINGTON, CT | CONTRACT ADMIN | $12K | — |
